| Registration status | Registration Changed to ANALOG CENTURY MANAGEMENT LP |
|
Exempt Reporting Adviser
2B(3)- PF>150mn
act solely as an adviser to private funds but you are no longer eligible to check box 2.B.(2) because you have assets under management, as defined in rule 203(m)-1, in the United States of $150 million or more |
|
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 1 |
| Contact Info | 646 xxxxxxx |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$136,694,989 | % Position7.00% | $ Change-3.00% | # Change-3.00% |
| Stck Ticker55024U109 | Stock NameLUMENTUM HLDGS INC | $ Position$123,090,262 | % Position6.00% | $ Change10.00% | # Change-51.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MFG LTD | $ Position$119,744,208 | % Position6.00% | $ Change6.00% | # Change-3.00% |
| Stck TickerM87915274 | Stock NameTOWER SEMICONDUCTOR LTD | $ Position$95,282,807 | % Position5.00% | $ Change42.00% | # Change-12.00% |
| Stck Ticker55405Y100 | Stock NameMACOM TECH SOLUTIONS HLDGS I | $ Position$103,824,626 | % Position5.00% | $ Change22.00% | # Change-11.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$102,656,269 | % Position5.00% | $ Change | # Change |
| Stck Ticker654902204 | Stock NameNOKIA CORP | $ Position$104,244,025 | % Position5.00% | $ Change | # Change |
| Stck Ticker007973100 | Stock NameADVANCED ENERGY INDS | $ Position$97,134,908 | % Position5.00% | $ Change22.00% | # Change-1.00% |
| Stck Ticker032095101 | Stock NameAMPHENOL CORP NEW | $ Position$98,389,893 | % Position5.00% | $ Change-2.00% | # Change-10.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$103,937,550 | % Position5.00% | $ Change61.00% | # Change28.00% |